Migrate from BlinQ to monday CRM

Blinq contacts migrate as items on Monday's People board. Core fields (name, email, phone, job title) map to Monday's native People column types. Each contact item preserves its original Blinq create date as a custom date column since Monday's item creation timestamp reflects the migration run, not the original record date.

Blinq company records migrate as items on Monday's Organizations board. Company name, domain, and industry map to Monday's text and dropdown columns. Blinq supports N:N contact-to-company associations, which Monday handles via the Person-link column pointing back to the relevant People board items.

Blinq AI conversation notes stored on the contact record migrate into a long-text custom column on the People board item. Monday's rich-text column type preserves formatting from Blinq's note structure. Multiple notes are concatenated in chronological order with timestamp headers for reference.

Blinq contact tags and qualifiers map to Monday's native Tags column on the People board. The Tags column type accepts multiple values per item, matching Blinq's tag-multiple behavior. Blinq's qualifier scores (numeric ratings) migrate as a separate Number column for use in Monday's filtering and grouping features.

Blinq meeting records (attendees, date, location, notes) migrate as items on a linked Activity board with a Person-link column connecting back to the associated People board item. Monday's subitem feature is used if the Activity board is nested under the People board; otherwise a separate board with person-link column achieves the same association.

Blinq tracks which CRM a contact was synced to and when. This history does not have a native Monday equivalent. FlitStack creates a custom Status column (Source_Sync_Status__c) on the People board and populates it with the last known sync target and timestamp for audit purposes.

Blinq digital card share links are preserved as a custom URL column on the People board. This allows Monday users to access the original Blinq card profile without re-entering data. The column is labeled Blinq_Card_URL for clarity and is not required for CRM operations.

Blinq's assigned user per contact maps to Monday's Person column, which links to Monday workspace members. FlitStack resolves Blinq owner email addresses against Monday workspace users by email match. Unmatched owners are flagged before migration and assigned to a designated fallback owner.

Blinq Enterprise account data (if applicable) migrates as a custom dropdown column on the People board. This preserves the source subscription context for reporting on contacts that originated from an Enterprise Blinq account.

Blinq vCard attachments and contact card images do not have a direct native equivalent in Monday CRM's People board model. FlitStack extracts these files from Blinq, uploads them to Monday's dedicated Files section for the account, and creates a custom URL column (Blinq_File_URL) on each relevant People board item pointing to the Monday-hosted file. This approach preserves the original vCard and card imagery within Monday's file system for accessible reference.

Blinq CRM sync triggers, follow-up automations, and Zapier-based workflows connected through Blinq do not export via the Blinq API. These platform-specific automation definitions cannot be directly transferred to Monday's Automation Center due to differences in trigger-action architecture. FlitStack provides a structured automation export document listing each active Blinq rule by name, trigger type, conditions, and actions so Monday admins have a complete rebuild reference when reconstructing automations in Monday's Automation Center.